"A dedicated fiduciary that advocates for our clients’ best interests by maintaining objectivity and integrity that stands the test of time."

Omega Investment Management

Mission and Values

Demonstrating our commitment through values.

Omega Investment Management


Fiduciary peace of mind and better financial outcomes for our clients.

Omega Investment Management


Provide Comprehensive and integrated advisory services that help plan sponsors meet and exceed their fiduciary responsibilities by providing them with the proper risk management solutions and independent objective advice.


Since our founding, Omega Investment Management has embraced one specific objective: to offer conflict-free consulting services to our valued clientele. We achieved this through:


We have no direct ownership of affiliation with any investment funds, recordkeeper or other service providers. Our advice is objective and crafted to meet each plan sponsors’ specific needs.


Client Partnerships
At Omega Investment Management, communication and confidentiality are the hallmarks behind everything we do, ensuring a proactive and prosperous working relationship. We engage with our clients on a regular basis and strive to exceed expectations.

Integrated Approach
We approach the needs of our clients with understanding and realize that in order to achieve complete satisfaction, multiple frames of reference are required prior to engaging our clients.